Fintech B2B

Revenue engine for modern B2B fintechs

Unify your customer data and deliver hyper-personalized journeys that build pipeline, convert, onboard and retain.

A person in a brown suit types on a laptop at a desk, while notification bubbles about customer engagement appear.

How Bird grows your fintech business in three steps.

Unify data, personalize journeys, and automate the full lifecycle.

Unify your customer and listing data

Connect your app, data warehouse, and marketing stack to create complex customer profiles—no ETL required.

Personalized user journeys

Leverage prebuilt templates for onboarding, trial nurturing, and retention—all powered by real-time usage data.

Build pipeline, convert, onboard and retain

Automate everything from sales nurture to onboarding flows to retention campaigns.

Complete customer lifecycle in one platform

From prospect to loyal customer—automate every stage of the journey.

Create account button surrounded by notifications for completing ID verification.

Turn prospects into qualified deals

Guide prospects from first interest to closed deal with intelligent, multi-touch nurture campaigns.

Multi-step onboarding flow diagram.

Turn deals into active customers

Guide new customers from account creation to first transaction with multi-step onboarding flows.

Retain and grow your customer base

Turn customers into a growth engine with automated engagement and enterprise-grade security.

Notification interface showing financial alerts.

Turn customers into growth engine

Send instant notifications for every financial event. Re-engage inactive users and reward loyal customers.

List of security standards and protocols.

Built for security, compliance, and trust

Safeguard sensitive financial data and meet global regulatory requirements while strengthening customer confidence in your brand.

Trusted by companies that depend on their data.

See how leading brands use Bird to automate their marketing.

94.4%

SMS deliverability improved

3.2x

Faster campaign launches

28%

Higher engagement rate

Connect every data source you use.

Pre-built integrations for your entire tech stack.

Popular integrations including HubSpot, Salesforce, Meta, AWS, Shopify, Snowflake, and LinkedIn.

Connect instantly, no dev work required

Pre-built connectors for every platform in your stack. Start unifying customer data today, not next quarter.

One customer view across everything

Pull data from every system, create complete customer profiles. Your entire tech stack contributing to intelligent marketing.

Enterprise data platform built for scale.

Unlimited customer profiles with infrastructure you can trust.

SOC 2 Type II
GDPR
CCPA
HIPAA

Scale without limits, update in real-time

Process millions of profiles and billions of data points instantly. Customer data syncs across all systems the moment it changes.

Global compliance, enterprise security

SOC 2 Type II certified with GDPR, CCPA, HIPAA compliance. Data residency controls and granular access internationally.

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